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Best financial advisors in Roxana, IL

Registered advisers within 25 miles of Roxana, IL.

Offices
700
Firms
252
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,073,832 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

ESSEX RIDGE CAPITAL GROUP, LLC
MOSAIC WEALTH
VISIONARY WEALTH ADVISORS, LLC
ZEMENICK & WALKER INC
EDWARD JONES
MARINER
LPL FINANCIAL LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
EAGLE STRATEGIES LLC
PRECISION WEALTH STRATEGIES, LLC
CREATIVEONE SECURITIES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ARETE WEALTH ADVISORS, LLC

Investors

GAIL MARIE WILD
TYLER CAMPO
Lance Douglas Lehmann
Kevin Lisch
Robert Michael Potter
STEVEN GREGORY ROTELLO
MICHELLE KATHLEEN BROWN
SARAH ANN WOLK
Brian Jacob Knapp
JAMES ROBERT STEINER
John Andrew Linton
GREGG M COLE
MANSON TAYLOR CLEMENT
LARRY KEITH SHIKLES
DUNCAN SCOTT HIGHMARK
BETHANY ANNE LEPAGE
JOSEPH MICHAEL CELLA
Raili Carter Daniel
Sean C Nicol
WILLIAM F. LAUBER
ELIZABETH FRANCES CONNELLY
DANIEL WARD CLINARD
MATTHEW JOSEPH FAIRBAIRN
GEOFF COLBY REED
JASON ROBERT BALDUS
Anthony Hill
Kent Thomas Kobernus
John S Martin
BRETT GERALD GILLILAND
GIACOMO MANNINO
TED PATRICK MCNULTY
NICHOLAS JOHN MISKOV
RONALD GENE JONES
DAVID A SINK
TYLER MARK DUMEY
SCOTT ANDREW VIEREGGE
DREW ROBERT GELDBACH
Adam Joseph Basler
Andrew G Mullican
Nicholas E. Fenton
Bryce J Beck
BRADLEY ALAN KEENE
Timothy Flanagan
TIMOTHY GERARD HAMMETT
CHRISTOPHER WAYNE FERGUSON
DANIEL WILLIAM LAURE
TIMOTHY FORD HANSER
STACY SLOAS FLANAGIN
Mitchell S Ellebrecht
WILLIAM GEORGE LAUBER
SHELDON JAY HARBER
SELDEN KENT MARTIN
KATRINA ANGELIQUE MARTIN
CARTER KENNETH HAYES
JOHN MICHAEL JOHNSON
Joseph Paul Bonastia
CHRIS GERARD GRIESEDIECK
JONATHAN A BEST
WILLIAM CARL STUDE
BRYAN LEON SCHULZ
KRYSTAL MARIE HILL
ALEX BRIAN DIRKSEN
Jeffrey Clay Guidry
Michael R. Smith
CONNOR P DUNLOP
Cordell Donavon Hollensteiner
Adam Joseph Rhoads
Jackson Robert Tucker
JACOB C MERCER
Gregory Stephen Dow
YEN-HUEI MARY JONES
CLAYTON DAVID MEYER
Zachary John Joiner
MALIA MARIE Baker
PATRICK JOSEPH HOWLEY
Leanne Wilhelm
PATRICK JOSEPH HOWLEY
BLAKE ROBERT DUNLOP
DUSTIN C GAJ
AARON C TUTTLE
Christopher M Arends
Chad Allen Denney
Joseph Dudley Kritchell
Mary Elizabeth Blythe
JARED A FREESE
CHRISTINA NICOLE SHOCKLEY
BRANDON JAY REEF LAXTON
Cole Austin Milam
MUHAMMAD USMAN KHALID
Micah J Alsobrook
NINA MARIE BREEN
DANIEL JAMES GOEDDEL
JOHN GASPAR GATEWOOD
LIAM MICHAEL HIGGINS
Luke Richard Hagerty
Adam Zachary Link
Luca VUJOVIC
Teresa A Hayes
ROBERT GEROGE HORTON
JEFFREY MICHAEL RAINWATER
DAVID PISARKIEWICZ
PAMELA KUHN LENT
Steven M Cook
CHRISTOPHER DOUGLAS BATTREALL
Trevor James O'Connor
Alexander Mark Hoover
Nathan Edward Cameron
SPENCER LLOYD FUNK
DARIN JEROME ROBINSON
ANNA MARIE KAMP
DAVID THOMAS ZOFNESS
MICHAEL LEE DUNNIGAN
RYAN MILLER
MICHAEL DUNNIGAN
ANDREW BRENT BOLIN
Shannon Shonta James
ADAM ANTHONY WEINGARTNER
BRADFORD STUART WEBB
Matthew Wilke
Ronald William Jagels
Grant Hibbard

Within 25 miles of Roxana, IL, Best Investors lists 252 registered investment advisory firms with 700 offices nearby, managing about $15.5T in combined regulatory AUM across 3,073,832 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Roxana

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM